Filed March 15, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,286 | $153,311-68.5% | $109,313-55.8% | $273,961-82.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 0.00% | 29.86%-29.9pp | 22.07%-22.1pp | 41.45%-41.5pp |
| Employer contribution / active EE | $4,622 | $5,619-17.7% | $3,892+18.8% | $4,869-5.1% |
| Participant deferral / active EE | $3,299 | $3,932-16.1% | $3,166+4.2% | $5,287-37.6% |
| Admin fee / account holder | $723 | $8,076-91.0% | $5,666-87.2% | $10,132-92.9% |